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THE EXIT PLANNING SUMMIT

SUNSEEKER RESORT
CHARLOTTE HARBOR, FLORIDA

MAY 4-6, 2025

THE PREMIER CONFERENCE FOR ADVISORS DEDICATED TO ENHANCING BUSINESS VALUE AND ALIGNING PERSONAL AND FINANCIAL STRATEGIES FOR BUSINESS OWNERS.

 

FLASH SALE: For a limited time, book your Summit for $2,395!

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Uncover Innovative Solutions, Build Deeper Relationships, and Share Transformational Experiences in

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"The Exit Planning Summit provides an invaluable opportunity to build community and deeply collaborate with like-minded peers who share a common goal: setting Business Owners free. Not only is it rich in incredibly relevant, high-value content, but also provides an invitation to immerse yourself in a living business transition. The Summit is now the pinnacle of my professional year — I am counting down the weeks until we get to do it all again in Charlotte Harbor in May 2025"

“Great conference! You have definitely validated my selection of EPI for my professional designation and have done a great job of promoting EPI and the CEPA credential. You definitely are practicing what you preach.”

 

 

Thanks to our 2025 Partners

REAG
Capitaliz
Strazzeri Mancini
The Founders Group
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American Endowment Foundation
Biz Equity
Calder Capital, LLC Logo
Capital Group
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